Introduction
Users who have
joined together for a shared goal are called a group, and the process of adding
users to these groups is called membership. Please refer to this article for a
better understanding of the differences between users, groups, and members.
In DoExam, you can create
users and add them to your desired groups at the same time. In this article,
you will learn how to add users to groups through the Groups menu.
Note: You can also add a
user to a group through the
Users Section, while
creating the user, as well as through the exam sharing link.
Accessing the Group Page
To access this section,
click the Groups option in the fixed menu on the side of the page.
Adding Users to Groups
After accessing the Groups page, there are three ways you can add users to your desired groups:
1. The Add Users Option
You can use this option
to create and add a number of users to one or multiple groups at the same time.
To use this option, prepare a CSV file containing the following fields:
- username
- firstName
- lastName
- password
- email
- mobileNumber
- image
- groups
Note: The column headers
in the CSV file must exactly match the titles above.
Note: Providing all of
the information is mandatory, except for email, mobile number, image, and
groups.
Note: To add a user to
multiple groups, you have to enter the external IDs of those groups one after
the other under the groups column and separate them with semicolons. If you
leave this column blank, users will be added to the root group.
Note: If you want to add
a user to a specific group or do not have the external ID of a group, leave the
groups field empty.
After creating the file,
choose one of the following ways to access the Add Users page:
1. If you want to add
users to multiple different groups, click the Add button at the top of the page
and select Create Member from the available options.
2. If you want to add a
user to only one group, go to the desired group page and click on the Members option at the top, or click on the three-dot icon (More Options) on the group
card and select Manage Members. Both options will direct you to the members
page of that group. Then, click the Add button at the top of the page and
select Import by File.
After choosing one of the
ways above, follow these steps:
- On the Add Users page, choose the CSV file you’ve created.
- If your file has any errors at this stage, the number of
errors will be displayed in the Upload Summary section. By clicking on This
Link, you can download your file along with error records and their
explanations, fix them, and upload the file again.
- Click the Create button to create users and add them to the
desired group(s) at the same time. Note that even if your file has errors,
users whose information is correct will be recognized as Valid Users, and by
clicking the Create button, these users will be created and added to the
corresponding groups.
- After completing the steps, click Done to finish the process.
2. The Add Member Option
You can use this option
to add users who are already registered in DoExam to the desired group. To
access the Add Member page, you can choose one of the following ways:
1. Go to the desired
group page and click on the Members option at the top to access the members
page of the group. Then, click the Add button at the top of the page and select Add Member.
2. Click the three-dot
icon (More Options) on the group card and select Add Member to Group.
After choosing one of the
ways above, follow these steps:
- Enter part of the first or last name of the desired user in
the search box. Here, at least three characters are required to get search
results.
- The list of users matching the entered phrase will be
displayed at the bottom of the page. To select the desired user(s), click on
the checkbox next to the user's name.
Note: If a user has been previously added to this group, there will be no checkbox next to the user’s name.
- Click the Next button to add the users to the group.
- Click the Finish button to complete the process.
3. The Get Link Option
With this option, users
who are already registered in DoExam will be directly added to the desired
group after logging in. Otherwise, with access to the group link, the user must
first register in DoExam and then, immediately after logging in, will become a
member of the desired group.
To obtain the group link,
click the three-dot icon (More Options) on the group card and select Get Link.
The group link is then saved to your clipboard, which you can share with the
desired users.